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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $46,092 | $55,437-16.9% | $155,534-70.4% | $74,459-38.1% |
| Participation rate | 52.5% | 61.9%-9.4pp | 78.2%-25.7pp | 67.2%-14.7pp |
| Annual return | 20.68% | 269.58%-248.9pp | 64.92%-44.2pp | 1369.70%-1349.0pp |
| Employer contribution / active EE | $1,581 | $2,266-30.2% | $4,675-66.2% | $2,626-39.8% |
| Participant deferral / active EE | $2,818 | $2,837-0.7% | $5,630-50.0% | $4,350-35.2% |
| Admin fee / account holder | $8,173 | $1,742+369.1% | $15,900-48.6% | $1,945+320.2% |